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Archives... Don't Miss Anything, Ever!

Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


















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Mohnish Pabrai on Investing in Stocks that Make Mohnish Pabrai on Investing in Stocks that Make "No Sense" podcast

Apr 18, 2023

Mohnish Pabrai is a stock picker par excellence. His approach is pretty simple...buy stocks trading at valuations that make no sense.

Rajeev Thakkar on First Principles Investing Rajeev Thakkar on First Principles Investing podcast

Apr 1, 2023

Rajeev Thakkar's huge success as fund manager is often credited to him being a contrarian investor. The truth lies elsewhere. Think first-principles investing.

Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don't Own Harsha Upadhyaya on What Works Best When Picking Stocks and Importance of What You Don't Own podcast

Mar 18, 2023

Harsha Upadhyaya is a committed Growth at Reasonable Price (GARP) stock picker. He believes this is probably the best approach to picking stocks. If you go by his track record, he is right too.

Mahesh Patil on His Framework for Picking Stocks and Focusing on Consistent Performance Mahesh Patil on His Framework for Picking Stocks and Focusing on Consistent Performance podcast

Feb 28, 2023

Mahesh Patil on his stock picking framework, how to detect fraud and assessing management quality.

Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks podcast

Feb 14, 2023

Vetri Subramaniam shares his thoughts on how to pick stocks, build a portfolio and avoid fraudulent stocks.

Rajashekhar Iyer On His  Unique Benjamin Graham+ Approach to Picking Stocks Rajashekhar Iyer On His Unique Benjamin Graham+ Approach to Picking Stocks podcast

Feb 4, 2023

Rajashekhar Iyer, recognised as one of India's super investors, shares his unique approach to investing. Based on Benjamin Graham's teachings, he has evolved it when it comes to when to buy, when to sell and how much to invest in a stock. It is bound to get you thinking.

Andrew Holland on the High Potential of Active Investing Andrew Holland on the High Potential of Active Investing podcast

Jan 21, 2023

Andrew Holland on why he prefers "active" investing over buy and hold. And his unique approach to investing that helped avoid losses in the Great Financial Crisis (2008) and in the pandemic scare (March 2020).

Vikaash Khdloya on Real Estate and a New Investment Opportunity Vikaash Khdloya on Real Estate and a New Investment Opportunity podcast

Jan 7, 2023

Vikaash Khdloya shares his view on what it takes to do well in commercial and residential real estate. And he also shares details of a new investment opportunity.

Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation Sridhar Sivaram on Stock Picking, Position Sizing and Asset Allocation podcast

Dec 17, 2022

Sridhar Sivaram on the importance of macro when picking stocks, the power of position sizing and the criticality of overall asset allocation.

Chris Mayer on How to Pick Chris Mayer on How to Pick "100 Bagger" Stocks podcast

Dec 10, 2022

Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process.

Sumeet Nagar on Making it Big with Small & Midcap Stocks Sumeet Nagar on Making it Big with Small & Midcap Stocks

Dec 3, 2022

Sumeet Nagar has racked up an amazing track record in the last 15 or so years. We discuss the process that made this possible.

Nithin Eapen on the Big Crypto Opportunity and Scams Nithin Eapen on the Big Crypto Opportunity and Scams podcast

Nov 26, 2022

Nithin Eapen, who also goes by the name of CryptoSwamy, is the go to person for all things crypto. Including Crypto blowouts annd scams.

Mihir Vora on GARP Investing Mihir Vora on GARP Investing

Nov 19, 2022

Mihir Vora's 'growth at a reasonable price (GARP)' approach to stock picking has catapulted him to great heights in the world of money management.

Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity podcast

Nov 12, 2022

Ever heard of a fund manager returning money to investors? Well, Nilesh Shah did that...and then went on to script one of the most successful journeys in the world of investing.

Vijay Kedia on Betting Big on Stocks Vijay Kedia on Betting Big on Stocks podcast

Nov 5, 2022

Find the right stock at right price is only one part of successful investing. Betting big is perhaps the other eqqually crucial element.

Manish Sabharwal on India's 25-Year Economic Bull Run Manish Sabharwal on India's 25-Year Economic Bull Run podcast

Oct 15, 2022

India is on the verge of a massive growth curve. Here's why...

Devina Mehra on Importance of First Principles, Picking HDFC Bank in 1996 and Turning Down Ratan Tata's Suggestion Devina Mehra on Importance of First Principles, Picking HDFC Bank in 1996 and Turning Down Ratan Tata's Suggestion podcast

Oct 3, 2022

Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation. It's a must listen...

Pankaj Tibrewal on Constructing the Best Portfolio and Why It's Time to Bet on India Pankaj Tibrewal on Constructing the Best Portfolio and Why It's Time to Bet on India podcast

Sep 24, 2022

Pankaj Tibrewal's approach to picking stocks, constructing the best portfolio and his focus on management trust and lot more.

Samit Vartak on Picking the Right Stocks and Outlook for India Samit Vartak on Picking the Right Stocks and Outlook for India podcast

Sep 17, 2022

Samit Vartak's journey to becoming one of the top money managers in India is fascinating.

Gautam Baid on Stock Picking, Portfolio Building and Asset Allocation Gautam Baid on Stock Picking, Portfolio Building and Asset Allocation

Sep 6, 2022

Talking to Gautam Baid, author of the Joys of Compounding, is both inspirational and though provoking


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